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Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
1551
Johanson Financial Advisors
California
$688K -$41.6K -221 -6%
WA
1552
WBH Advisory
Maryland
$687K +$16.4K +87 +3%
CW
1553
CreativeOne Wealth
Kansas
$687K +$264K +1,404 +67%
CCT
1554
Capital City Trust
Florida
$683K +$9.61K +51 +1%
OFG
1555
Oxford Financial Group
Indiana
$681K +$6.97K +37 +1%
XWM
1556
Xcel Wealth Management
Florida
$680K -$56.5K -300 -8%
HCM
1557
HGI Capital Management
New York
$680K – – –
SWA
1558
SFMG Wealth Advisors
Texas
$678K +$281K +1,492 +77%
TAM
1559
Townsend Asset Management
North Carolina
$675K +$1.32K +7 +0.2%
NJBEST
1560
New Jersey Better Educational Savings Trust
New Jersey
$670K – – –
BCA
1561
Bay Colony Advisors
Massachusetts
$669K +$639K +3,393 New
RHBC
1562
R.H. Bluestein & Co
Michigan
$667K +$18.8K +100 +3%
RA
1563
RFG Advisory
Alabama
$667K +$36.9K +196 +6%
MG
1564
Mather Group
Illinois
$662K -$14.1K -75 -2%
CB
1565
CNB Bank
Pennsylvania
$661K -$75.5K -401 -11%
RPWA
1566
Regent Peak Wealth Advisors
Georgia
$661K +$42.8K +227 +7%
PAIM
1567
Punch & Associates Investment Management
Minnesota
$660K – – –
CL
1568
CPWM LLC
Washington
$659K -$77.2K -410 -11%
TF
1569
Trek Financial
Arizona
$659K +$101K +536 +19%
FHC
1570
First Heartland Consultants
Missouri
$659K +$630K +3,343 New
ISWM
1571
Independent Solutions Wealth Management
New York
$658K +$139K +739 +28%
PPP
1572
Private Portfolio Partners
New Jersey
$658K +$9.98K +53 +2%
GW
1573
GW & Wade
Massachusetts
$655K +$9.23K +49 +1%
ACM
1574
Allred Capital Management
Texas
$655K +$52.7K +280 +9%
TA
1575
Tiedemann Advisors
New York
$652K -$97.2K -516 -13%
61 62
63
64 65